Tasks
Tasks your agents can pick up.
Track work with owners, priorities, due dates, and subtasks, then hand it to an agent and watch the work happen on the task.
Suggested Tasks
Suggested for you
Meetings and agents suggest the next tasks. Accept the ones that matter and pass on the rest.
- MeetingsAction items assigned to you, linked to the meeting summary.
- ChatsFollow-ups an agent spots while it works with you.
- WorkflowsTasks a workflow proposes as part of a run.
- Connected documentsCommitments found in the files you sync.
Each suggestion shows its source and the evidence behind it. Accept it, decline it, pass it to a teammate, or edit it first.
⌄✦Suggested Tasks3
Call Blue Heron about Q4 rates
Ask for the renewal rate sheet before the Oct 31 deadline, and confirm the fuel surcharge cap.
From meeting transcript ✕✓
Dispute the Q3 fuel overcharge
Three September invoices bill fuel above the Schedule B cap, $1,184 in total.
From workflow ✕✓
Recount aisle 14 before close
Cycle count shows 12 cases short on SKU PR-APC-06.
Delegated by [email protected] ✕✓
Review Suggestion
Task Name
Call Blue Heron about Q4 rates
Source
Weekly carrier sync · Meeting Summary
Source Evidence
“Can you get Blue Heron's new rate sheet before the thirty-first? I want the cap in writing.”
Edit SuggestionDeclinePassAccept
Everything in one list
Every task carries what the work needs.
- Description and subtasksBreak the work down and keep the detail on the task.
- Start and due datesPlan the work, and see what is due at a glance.
- Labels and prioritiesFilter by any label, match all of them, or sort by priority.
- Task codesEvery task gets a short code, with a prefix you choose per folder.
Task Settings · Operations
Statuses
Priorities
Task Folders
Run each project its own way.
Keep personal work in My Tasks and give each project a folder. Every folder has its own statuses, priorities, and task codes, and its own people.
- Share and AccessShare a folder with the people working on it.
- Filters and ColumnsFilter by status, priority, or labels, and choose the columns you see.
- ArchivedFinished work moves out of the way without being lost.
Auto-Complete
Agents on the work
Turn on Auto-Complete and an agent works the task, with everything it did shown on the task. Agents and workflows can also create and update tasks.
- Turn on Auto-Complete Tasks in My Tasks.
- Choose the agent that does the work.
- New and accepted tasks start on their own. Follow along in Agent Work, or open the thread.
Agent Work
More of Redbelt
- Databases Ask your data questions in plain English.
- Meetings Automatic notes, summary, transcripts, and tasks.
- Agents AI teammates with knowledge, tools, and their own computer.
- Documents Any document into text and tables for AI work.
- Workflows Agents triggered by schedules, email, Slack, or Teams.
- Sites Build tools your team actually uses.